JIM
ENS icon

Jupiter Investment Management’s EnerSys ENS Stock Holding History

Jupiter Investment Management’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-13,750
Closed -$951K – 388
2016
Q3 		$951K Buy
+13,750
New +$916K 0.02% 238
2014
Q3 		– Sell
-61,248
Closed -$4.21M – 340
2014
Q2 		$4.21M Sell
61,248
-17,888
-23% -$1.22M 0.24% 109
2014
Q1 		$5.48M Buy
79,136
+49,589
+168% +$3.48M 0.37% 88
2013
Q4 		$2.07M Buy
+29,547
New +$1.98M 0.17% 159

Other funds holding ENS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jupiter Investment Management's ENS Position: Q4 2016 in Review

Jupiter Investment Management sold out of EnerSys (ENS) in Q4 2016, closing a stake of 13,750 shares — an estimated $951K sold.

Jupiter Investment Management first reported a position in ENS in Q4 2013 and held it in 4 quarters. The position peaked at $5.48M in Q1 2014. 282 funds tracked by Wall St. Rank hold ENS as of Q4 2016.

  • Jupiter Investment Management reported no remaining EnerSys position as of Q4 2016 after selling out during the quarter.
  • Jupiter Investment Management sold 13,750 EnerSys shares in Q4 2016, an estimated $951K.
  • Jupiter Investment Management first reported a position in EnerSys in Q4 2013 and held it in 4 quarters.
  • Jupiter Investment Management's EnerSys position peaked at $5.48M in Q1 2014.
  • 282 funds tracked by Wall St. Rank held EnerSys as of Q4 2016.

Based on Jupiter Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.